Purchases and Sales Made in Q1 2025 in Pentair PLC (PNR)
This table provides information about the institutional ownership of Pentair PLC (PNR) during Q1 2025. The information is specifically focused on institutions that hold shares of PENTAIR plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
192+ 5.63% |
$16.1K - $20.2K
|
3.6K
$359K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
187+ 352.83% |
$15.7K - $19.7K
|
240
$23.9K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
154+ 0.65% |
$12.9K - $16.2K
|
23.8K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
145New |
$12.2K - $15.3K
|
145
$14.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
137New |
$11.5K - $14.4K
|
137
$13.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
123+ 2.28% |
$10.3K - $13K
|
5.52K
$550K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
121+ 4.93% |
$10.2K - $12.7K
|
2.58K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
109+ 4.82% |
$9.16K - $11.5K
|
2.37K
$236K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
109+ 14.77% |
$9.16K - $11.5K
|
847
$84.4K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
106+ 113.98% |
$8.9K - $11.2K
|
199
$19.8K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
101New |
$8.48K - $10.6K
|
101
$10.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
98+ 160.66% |
$8.23K - $10.3K
|
159
$15.8K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
93New |
$7.81K - $9.8K
|
93
$9.27K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
92+ 11.37% |
$7.73K - $9.69K
|
901
$89.8K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
74+ 0.2% |
$6.22K - $7.8K
|
36.4K
$3.63M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
67+ 0.11% |
$5.63K - $7.06K
|
59.8K
$5.96M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
65New |
$5.46K - $6.85K
|
65
$6.48K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
63+ 60.0% |
$5.29K - $6.64K
|
168
$16.7K
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
61+ 1.49% |
$5.12K - $6.43K
|
4.14K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
59New |
$4.96K - $6.22K
|
59
$5.88K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
58+ 26.98% |
$4.87K - $6.11K
|
273
$27.2K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
55+ 1.11% |
$4.62K - $5.79K
|
5.01K
$499K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
55+ 1.87% |
$4.62K - $5.79K
|
2.99K
$298K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
51+ 150.0% |
$4.28K - $5.37K
|
85
$8.47K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
50+ 6.98% |
$4.2K - $5.27K
|
766
$76.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
49+ 0.66% |
$4.12K - $5.16K
|
7.51K
$748K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
49+ 0.31% |
$4.12K - $5.16K
|
15.8K
$1.57M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
45+ 1.77% |
$3.78K - $4.74K
|
2.59K
$258K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
42+ 12.35% |
$3.53K - $4.42K
|
382
$38.1K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
38New |
$3.19K - $4K
|
38
$3.79K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
38New |
$3.19K - $4K
|
38
$3.79K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
38New |
$3.19K - $4K
|
38
$3.79K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
37+ 11.28% |
$3.11K - $3.9K
|
365
$36.4K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
33+ 20.0% |
$2.77K - $3.48K
|
198
$19.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
31New |
$2.6K - $3.27K
|
31
$3.09K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
29+ 7.04% |
$2.44K - $3.06K
|
441
$43.9K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
28+ 155.56% |
$2.35K - $2.95K
|
46
$4.58K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
27+ 1.06% |
$2.27K - $2.84K
|
2.58K
$257K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
23New |
$1.93K - $2.42K
|
23
$2.29K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
22+ 2200.0% |
$1.85K - $2.32K
|
23
$2.29K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20+ 0.18% |
$1.68K - $2.11K
|
10.9K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
18+ 0.63% |
$1.51K - $1.9K
|
2.87K
$286K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
17+ 21.52% |
$1.43K - $1.79K
|
96
$9.57K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
17New |
$1.43K - $1.79K
|
17
$1.69K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
17+ 566.67% |
$1.43K - $1.79K
|
20
$1.99K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
16New |
$1.34K - $1.69K
|
16
$1.59K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
14+ 0.54% |
$1.18K - $1.47K
|
2.6K
$259K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
13New |
$1.09K - $1.37K
|
13
$1.3K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
13+ 0.56% |
$1.09K - $1.37K
|
2.33K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
12+ 600.0% |
$1.01K - $1.26K
|
14
$1.39K
|